Round Tracker v4 PRO – User Guide


Contents Chapter


Chapter 1 Backup your file


Personalise your RTv4 PRO file Chapter 2 Settings


Overview Home


Job List


Income History Invoice View Accounts


Quote Calculator Help


Chapter 3 View Settings


Performing Filters Shortcut keys


Password Protection Chapter 4


THE HOME PAGE


Things you can do on the Home page Entering and Updating of Customer Details Sort the Order of Your Work


Scheduling and Forecasting Work Re-scheduling Work Prioritising Work Customer Status View Debt Lists


Create and Print Job Lists


Assign Work to Teams or Individuals Track Advertising and Marketing Efforts Notify Customers of Cleans


View Various List Totals and Averages Send Work Completed to Income History


2


15 16 18 19 21 23 23 24 25 30 30 31 32 33


GENERAL USEFUL INFORMATION


11 12 13 14


A QUICK LOOK AT THE VARIOUS PAGES


9 9 9 9


10 10 10 10 10


FIRST THINGS FIRST


4 6


Page


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